Bridge Advisory’s Oracle ORCL Stock Holding History

Bridge Advisory’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,062	Closed	-$722K	–	147
2023 Q2	$722K	Buy	6,062 +212	+4%	+$21.9K	0.26%	71
2023 Q1	$544K	Buy	5,850 +150	+3%	+$13.2K	0.21%	76
2022 Q4	$466K	Hold	5,700	–	–	0.19%	81
2022 Q3	$348K	Buy	5,700 +112	+2%	+$8.2K	0.17%	81
2022 Q2	$393K	Buy	5,588 +117	+2%	+$8.56K	0.19%	79
2022 Q1	$453K	Hold	5,471	–	–	0.2%	67
2021 Q4	$477K	Hold	5,471	–	–	0.22%	67
2021 Q3	$477K	Hold	5,471	–	–	0.23%	55
2021 Q2	$426K	Hold	5,471	–	–	0.22%	59
2021 Q1	$384K	Sell	5,471 -82	-1%	-$5.31K	0.24%	46
2020 Q4	$359K	Buy	+5,553	New	+$331K	0.17%	60

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridge Advisory's ORCL Position: Q3 2023 in Review

Bridge Advisory sold out of Oracle (ORCL) in Q3 2023, closing a stake of 6,062 shares — an estimated $722K sold.

Bridge Advisory first reported a position in ORCL in Q4 2020 and held it in 11 quarters. The position peaked at $722K in Q2 2023. 2,528 funds tracked by Wall St. Rank hold ORCL as of Q3 2023.

Bridge Advisory reported no remaining Oracle position as of Q3 2023 after selling out during the quarter.
Bridge Advisory sold 6,062 Oracle shares in Q3 2023, an estimated $722K.
Bridge Advisory first reported a position in Oracle in Q4 2020 and held it in 11 quarters.
Bridge Advisory's Oracle position peaked at $722K in Q2 2023.
2,528 funds tracked by Wall St. Rank held Oracle as of Q3 2023.

Based on Bridge Advisory's 13F filing for Q3 2023, filed 20 Oct 2023.